Battery Global Advisors’s PepsiCo PEP Stock Holding History

Battery Global Advisors’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.6K	Buy	377 +4	+1%	+$623	0.03%	72
2025 Q4	$54K	Hold	373	–	–	0.03%	77
2025 Q3	$52.3K	Buy	373 +3	+0.8%	+$428	0.02%	71
2025 Q2	$48.9K	Buy	370 +3	+0.8%	+$404	0.02%	70
2025 Q1	$55.1K	Buy	367 +4	+1%	+$595	0.03%	67
2024 Q4	$55.7K	Hold	363	–	–	0.03%	65
2024 Q3	$61.7K	Buy	+363	New	+$62.4K	0.03%	63

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Battery Global Advisors's PEP Position: Q1 2026 in Review

Battery Global Advisors increased its PepsiCo (PEP) stake by 1.1% in Q1 2026, buying an estimated $623 and bringing the position to 377 shares worth $58.6K. The position accounts for 0.03% of the portfolio, ranked #72.

Battery Global Advisors first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $61.7K in Q3 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Battery Global Advisors held 377 shares of PepsiCo worth $58.6K as of Q1 2026.
Battery Global Advisors bought 4 PepsiCo shares in Q1 2026, an estimated $623.
PepsiCo made up 0.03% of Battery Global Advisors's portfolio in Q1 2026, its #72 holding.
Battery Global Advisors first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
Battery Global Advisors's PepsiCo position peaked at $61.7K in Q3 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.